Small Wallet Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2017 | 11,600 | 7,678 | 3,922 | 6.1 | — |
| 2018 | 9,000 | 12,515 | −3,515 | 0.4 | — |
| 2019 | 9,800 | 8,927 | 873 | 1.7 | — |
| 2020 | 10,000 | 9,176 | 824 | 2.8 | — |
| 2021 | 58,500 | 11,443 | 47,057 | 51.6 | — |
| 2022 | 11,500 | 16,721 | −5,221 | 31.5 | — |
In its most recent public year (2022), this organization spent $5,221 more than it brought in. Its reserves stood at about 31.5 months of spending, up from 6.1 in 2017.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2022. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Small Wallet Foundation's IRS filings as a feed — one entry per filing year, through 2022. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works